AMD fans have had a lot to be happy about in the last few months as the chipmaker is finally taking it to Intel in performance CPUs and executing better in the GPU business to boot. It turns out that AMD's Radeon GPUs are beasts when it comes to cryptocurrency mining, leading to shortages and difficulty for gamers to find Radeon RX Vega cards. Specifically, the AMD Radeon RX Vega 64 is particularly adept in Ethereum mining. However, if you are one of the AMD fans looking down the road to what's next, especially for gamers, new information on AMD Vega 11 GPUs has surfaced.
DigiTimes reports that industry sources claim Siliconware Precision Industries (SPIL) will be the major packager for Vega 11 chips and that Globalfoundries will manufacture the GPUs. AMD Vega 10 GPUs were fabricated using Globalfoundries' 14nm FinFET process tech, presumably that same tech will be used for the Vega 11 GPUs.
The sources say that SPIL will hold the majority of backend orders for Vega 11 indicating that there could be a second player that is unnamed at this time. The industry sources also claim that TSMC has landed orders for AI chips from NVIDIA and Google, thanks to its chip-on-wafer-on-substrate (CoWoS) technology. It is claimed that TSMC has enhanced its advance packaging capability aiming to take a bigger bite out of the supercomputer field pie.
While the Vega 11 GPUs will be next, there are rumors suggesting that AMD will have a Vega 20 series GPU that is targeted for deployment in supercomputers. For the fabrication of those GPUs, AMD is expected to use TSMC as its manufacturing partner because it has 7nm FinFET process technology and also uses CoWoS packaging for the Vega 20 GPUs. There is no word on when exactly that GPU might land.
AMD is having some of its best quarters financially the company has had in a long time. Shares jumped significantly for Q2 thanks to strong Ryzen CPU and Radeon GPU sales. At German E-Tailer Mindfactory (think Germany's Newegg) Ryzen helped AMD surpass Intel in CPU sales recently.